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Technology Stocks : COM21 (CMTO)

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To: Sultan who wrote (1509)1/14/2000 2:46:00 PM
From: J Fieb  Read Replies (3) of 2347
 
Maybe not. QCOM set the world on fire last yr. Right. CDMA
did it. TERN and CDMA. SO the people think of TERN as the Qualcom of cable modems right? SO they will go to 1000. I don't happen to believe it to be true so I buy COM21.
They just completely ignore open standards issues in this line of thinking. But I think that is the explanation in the price differential. Now if COM21 says CDMA. BIngo!!
Crazy world isn't it!
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